| # | % | |||||
|---|---|---|---|---|---|---|
| 401 | MISSION WEALTH MANAGEMENT, LLC | 288,125 | 30,654,000 | 0.23% | ||
| 402 | SII INVESTMENTS INC/WI | 291,125 | 30,975,000 | 0.23% | ||
| 403 | EVERGREEN CAPITAL MANAGEMENT LLC | 299,822 | 31,898,000 | 0.24% | ||
| 404 | RAYMOND JAMES & ASSOCIATES | 300,952 | 32,018,000 | 0.24% | ||
| 405 | IFC Holdings Incorporated/FL | 313,868 | 33,386,000 | 0.25% | ||
| 406 | SEI INVESTMENTS CO | 314,711 | 33,482,000 | 0.25% | ||
| 407 | CORRIGAN FINANCIAL, INC. | 333,726 | 35,505,131 | 0.27% | ||
| 408 | Garde Capital, Inc. | 341,297 | 36,311,000 | 0.28% | ||
| 409 | LVW Advisors, LLC | 353,625 | 37,623,000 | 0.29% | ||
| 410 | Cable Hill Partners, LLC | 366,717 | 39,015,000 | 0.30% | ||
| 411 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 367,584 | 39,107,000 | 0.30% | ||
| 412 | GRIMES & Co WEALTH MANAGEMENT, LLC | 372,414 | 39,621,000 | 0.30% | ||
| 413 | EP Wealth Advisors, LLC | 377,116 | 40,121,000 | 0.30% | ||
| 414 | HighTower Advisors, LLC | 382,198 | 40,661,000 | 0.31% | ||
| 415 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 392,171 | 41,723,000 | 0.32% | ||
| 416 | Stadion Money Management, LLC | 392,210 | 41,727,000 | 0.32% | ||
| 417 | Arrow Investment Advisors, LLC | 418,801 | 44,556,000 | 0.34% | ||
| 418 | NATIXIS ADVISORS, LLC | 437,441 | 46,539,000 | 0.35% | ||
| 419 | Truepoint, Inc. | 484,948 | 51,594,000 | 0.39% | ||
| 420 | VISTA CAPITAL PARTNERS, INC. | 506,657 | 53,903,000 | 0.41% | SH | |
| 421 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 569,417 | 60,574,000 | 0.46% | ||
| 422 | BLAIR WILLIAM & CO/IL | 584,221 | 62,155,000 | 0.47% | ||
| 423 | Permanens Capital L.P. | 591,441 | 62,923,000 | 0.48% | ||
| 424 | ASSETMARK, INC | 659,185 | 70,131,000 | 0.53% | ||
| 425 | ROYAL BANK OF CANADA | 765,155 | 81,406,000 | 0.62% | ||
| 426 | AXA S.A. | 816,712 | 86,890,000 | 0.66% | ||
| 427 | MADISON INVESTMENT HOLDINGS INC | 820,703 | 87,315,000 | 0.66% | ||
| 428 | INR ADVISORY SERVICES LLC | 892,883 | 94,994,000 | 0.72% | ||
| 429 | Commonwealth Equity Services, Inc | 909,835 | 96,797,000 | 0.73% | ||
| 430 | GOLDMAN SACHS GROUP INC | 935,555 | 99,534,000 | 0.75% | ||
| 431 | VANGUARD GROUP INC | 1,118,474 | 118,994,000 | 0.90% | ||
| 432 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,123,336 | 119,512,000 | 0.91% | ||
| 433 | D.A. DAVIDSON & CO. | 1,616,732 | 172,003,000 | 1.30% | ||
| 434 | TIAA CREF TRUST CO FSB/MO | 1,651,467 | 175,699,000 | 1.33% | ||
| 435 | WELLS FARGO & COMPANY/MN | 2,616,622 | 278,382,000 | 2.11% | ||
| 436 | LPL Financial LLC | 2,911,680 | 304,550,000 | 2.31% | ||
| 437 | PNC FINANCIAL SERVICES GROUP, INC. | 3,205,635 | 341,048,000 | 2.58% | ||
| 438 | ENVESTNET ASSET MANAGEMENT INC | 4,357,838 | 463,630,000 | 3.51% | ||
| 439 | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4,628,029 | 492,376,000 | 3.73% | ||
| 440 | FMR LLC | 4,947,597 | 526,375,000 | 3.99% | ||
| 441 | MORGAN STANLEY | 6,369,131 | 677,610,000 | 5.13% | ||
| 442 | UBS Group AG | 6,812,815 | 724,815,000 | 5.49% | ||
| 443 | JONES FINANCIAL COMPANIES LLLP | 8,775,813 | 933,659,000 | 7.07% | ||
| 444 | Edelman Financial Services, LLC | 10,609,897 | 1,128,787,000 | 8.55% | ||
| 445 | BANK OF AMERICA CORP /DE/ | 34,063,129 | 3,623,977,000 | 27.46% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
